Janney Montgomery Scott

Janney Montgomery Scott Portfolio holdings

AUM $38.3B
1-Year Est. Return 17.21%
This Quarter Est. Return
1 Year Est. Return
+17.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$15.8B
AUM Growth
+$3.19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,108
New
Increased
Reduced
Closed

Top Buys

1
+$152M
2
+$98.9M
3
+$90.5M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$63M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$62.2M

Top Sells

1
+$71.3M
2
+$56.3M
3
+$51.7M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$51.3M
5
SDOG icon
ALPS Sector Dividend Dogs ETF
SDOG
+$36.4M

Sector Composition

1 Technology 10.67%
2 Healthcare 8.08%
3 Financials 6.85%
4 Industrials 5.22%
5 Communication Services 4.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1526
$359K ﹤0.01%
8,993
-275
1527
$359K ﹤0.01%
+8,308
1528
$358K ﹤0.01%
2,985
-7,678
1529
$358K ﹤0.01%
+7,502
1530
$358K ﹤0.01%
+4,875
1531
$358K ﹤0.01%
7,475
+243
1532
$358K ﹤0.01%
5,667
-1,948
1533
$357K ﹤0.01%
+6,787
1534
$357K ﹤0.01%
3,992
1535
$356K ﹤0.01%
7,894
-5,672
1536
$354K ﹤0.01%
25,328
+600
1537
$353K ﹤0.01%
15,773
-29,785
1538
$353K ﹤0.01%
26,030
-4,374
1539
$353K ﹤0.01%
8,895
+1,776
1540
$352K ﹤0.01%
24,651
-129,326
1541
$351K ﹤0.01%
+5,752
1542
$351K ﹤0.01%
36,104
+106
1543
$351K ﹤0.01%
11,080
+37
1544
$350K ﹤0.01%
+11,500
1545
$350K ﹤0.01%
5,908
-3,359
1546
$350K ﹤0.01%
11,103
+410
1547
$348K ﹤0.01%
6,825
1548
$347K ﹤0.01%
+12,661
1549
$346K ﹤0.01%
3,959
-257
1550
$345K ﹤0.01%
48,362
-70,885
60 61
62
63 64